See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,257 | $57,976+47.1% | $62,995+35.3% | $62,292+36.9% |
| Participation rate | 92.6% | 75.9%+16.6pp | 74.8%+17.8pp | 69.5%+23.0pp |
| Annual return | 13.72% | 17.54%-3.8pp | 87.57%-73.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $758 | $2,415-68.6% | $2,759-72.5% | $2,042-62.9% |
| Participant deferral / active EE | $2,354 | $2,956-20.4% | $3,329-29.3% | $3,169-25.7% |
| Admin fee / account holder | $7 | $276-97.6% | $3,600-99.8% | $479-98.6% |